How do I file an estate in Florida?

Step 1: Meet with an Attorney Step 2: File a Petition with the Probate Court.Step 3: Notify the Deceased's Creditors.Step 4: Inventory the Deceased's Estate.Step 5: Close Creditor Period & Pay Valid Debts.Step 6: File & Pay Estate Taxes.Step 7: Final Estate Accounting.Step 8: Distribute Remaining Assets to Beneficiaries.

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Asset Information Sheet

Broward Florida Asset Information Sheet

Name: Broward Florida Asset Information Sheet
Brand: US Legal Forms
Rating: 4.73 (218 reviews)

Category:

Personal Planning

State:

Multi-State

County:

Broward

Control #:

US-0575-WG

Format:

Instant download

Description

This form is used to help a person gather relevant information about their assets.

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How to fill out Broward Florida Asset Information Sheet?

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Step 1: Meet with an Attorney Step 2: File a Petition with the Probate Court.Step 3: Notify the Deceased's Creditors.Step 4: Inventory the Deceased's Estate.Step 5: Close Creditor Period & Pay Valid Debts.Step 6: File & Pay Estate Taxes.Step 7: Final Estate Accounting.Step 8: Distribute Remaining Assets to Beneficiaries.

A summary administration in Florida takes roughly 1-3 months. As soon as the required filings are made with the probate court, the length of time will depend on whether the court has any issues with your petitions, and how soon the petitions are reviewed by the court.

Initial Filing Fees Filing TypeCostPetition to open safe/deposit box$231Summary administration estates valued at less than $1,000$235Summary administration estates valued at $1,000 or more$345Trust administration$40010 more rows

Like a formal administration, a Florida summary administration starts with filing a petition in court. The petition for summary administration may be filed by any beneficiary or by a person nominated as a personal representative by the decedent's will, but must be signed and verified by the surviving spouse (if any).

In Florida the fees for a Summary Administration vary but will typically range from $1,500.00 to $3,500.00 depending on the nature of the assets, creditor claims, the number of beneficiaries and any complexities associated with getting the Last Will and Testament admitted to Probate Court in Florida.

A note about wills: Whether or not probate will be necessary, Florida law requires that anyone who has possession of a will must file it with the local circuit court within 10 days of learning of the death. If a probate court proceeding is necessary, the court will determine whether or not the will is valid.

Here are the steps to write a will: Decide how you're going to write your will.Choose beneficiaries for all your assets.Choose guardians for your minor children or pets, if you have them. Choose your will executor.Sign and witness your will according to the laws of your state. Store your will somewhere safe.

Requirements for filing for summary probate in Florida To qualify for a summary probate, the value of the estate' nonexempt assets must be less than $75,000 and/or if someone has been dead for more than two years. Some assets pass to others automatically without the need for probate.

Central Courthouse Central Courthouse. Judicial Complex, West Building. (Probate and Guardianship) 201 S.E. 6th Street. Fort Lauderdale, FL 33301. Directions To This Location. 3rd Floor, Room: 03150. 954-831-7154 - Probate. Monday - Friday. a.m. - p.m. Excluding Holidays.

Florida law does not require the person who requests a summary administration of a Florida estate to have a lawyer. The interested person can go down to the courthouse and file the request for the summary administration without any attorney.

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Reporting Capital Assets to correct the discrepancy in a timely manner. Weston Asset Protection Attorney - Broward County Estate Planning Lawyer.The purpose of this form is to determine what assets you may have or are in control of . Personal Property: Can only levy upon property titles in the name of the Debtor. Most of this information is not repeated in the attached forms. United States. Congress. Social Security number and date of birth. Income information such as job, child support or any other sources. Mail this form to your County Property Appraiser. HOMESTEAD EXEMPTION - Can I rent out my homestead and keep the exemption on it?

Broward Florida Asset Information Sheet

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How do I file an estate in Florida?

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How do I file a summary administration in Florida?

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